Fund HoldingsConcentric Capital Strategies, LP

Total Portfolio Value
$1.93B
Total Bought
$1.02B
Total Sold
$1.19B
Net Transaction
-$169.86M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
UNITED PARCEL SERVICE INC(UPS)(Call)0635,200+635,200063,005+63,005
COMCAST CORP NEW(CCZ)(Call)01,289,000+1,289,000038,528+38,528
BERKSHIRE HATHAWAY INC DEL041,440+41,440020,8301.08%+20,830
BOISE CASCADE CO DEL(BCC)140,773425,179+284,40610,88531,2931.62%+20,409
NXP SEMICONDUCTORS N V
COM
092,325+92,325020,0401.04%+20,040
LINDE PLC(LIN)053,302+53,302022,7271.18%+22,727
ATI INC(ATI)0161,956+161,956018,5860.96%+18,586
ROLLINS INC(ROL)0305,923+305,923018,3610.95%+18,361
LAM RESEARCH CORP(LRCX)0101,760+101,760017,4190.90%+17,419
FTAI AVIATION LTD(FTAI)19,926105,177+85,2513,32520,7041.07%+17,379
ASHLAND INC(ASH)0282,919+282,919016,5990.86%+16,599
SELECT SECTOR SPDR TR
ST STR CARE ETF
0104,643+104,643016,1990.84%+16,199
FIGURE TECHNOLOGY SOLUTIO(FGRS)0378,719+378,719015,4670.80%+15,467
IDEX CORP(IEX)082,400+82,400014,6620.76%+14,662
APPLIED MATLS INC056,555+56,555014,5340.75%+14,534
AFFILIATED MANAGERS GROUP IN60,17299,955+39,78314,34728,8151.49%+14,468
MICRON TECHNOLOGY INC(MU)048,882+48,882013,9510.72%+13,951
LOGITECH INTL S A(Put)
SHS
0134,500+134,500013,480+13,480
JOHNSON CTLS INTL PLC
SHS
0112,520+112,520013,4740.70%+13,474
MORGAN STANLEY(MS)074,574+74,574013,2390.69%+13,239
CARRIER GLOBAL CORPORATION(CARR)(Call)0248,400+248,400013,125+13,125
ALBEMARLE CORP(ALB)091,881+91,881012,9960.67%+12,996
CHEWY INC(CHWY)0387,375+387,375012,8030.66%+12,803
RALLIANT CORP(RAL)0249,146+249,146012,6840.66%+12,684
SONOCO PRODS CO(SON)0289,417+289,417012,6300.65%+12,630
MAXIMUS INC(MMS)0145,014+145,014012,5180.65%+12,518
DISNEY WALT CO(DIS)0101,171+101,171011,5100.60%+11,510
SALESFORCE INC(CRM)043,401+43,401011,4970.60%+11,497
JABIL INC(JBL)058,597+58,597013,3610.69%+13,361
AMETEK INC40,50092,281+51,7817,61418,9460.98%+11,332
COOPER COS INC(COO)0135,663+135,663011,1190.58%+11,119
WAYFAIR INC(W)0110,305+110,305011,0760.57%+11,076
YUM BRANDS INC(YUM)071,706+71,706010,8480.56%+10,848
CADENCE DESIGN SYSTEM INC(CDNS)034,467+34,467010,7740.56%+10,774
TIMKEN CO(TKR)0124,316+124,316010,4590.54%+10,459
DONALDSON INC(DCI)0117,103+117,103010,3820.54%+10,382
SPDR SERIES TRUST
ST STR SP HOME
0100,117+100,117010,3080.53%+10,308
ALPHABET INC(GOOG)062,550+62,550019,5781.01%+19,578
PHILIP MORRIS INTL INC(PM)063,766+63,766010,2280.53%+10,228
AIRBNB INC074,562+74,562010,1200.52%+10,120
BARCLAYS BANK PLC(DJP)0639,725+639,725016,9340.88%+16,934
UNITED PARCEL SERVICE INC(UPS)096,247+96,24709,5470.49%+9,547
PENNYMAC FINL SVCS INC NEW(PFSI)086,478+86,478011,4010.59%+11,401
STANLEY BLACK & DECKER INC(SWK)0122,836+122,83609,1240.47%+9,124
BLOOM ENERGY CORP0103,456+103,45608,9890.47%+8,989
CARLISLE COS INC(CSL)027,875+27,87508,9160.46%+8,916
POOL CORP(POOL)038,453+38,45308,7960.46%+8,796
ROCKWELL AUTOMATION INC(ROK)027,653+27,653010,7590.56%+10,759
MATERION CORP(MTRN)061,538+61,53807,6500.40%+7,650
PLEXUS CORP(PLXS)051,998+51,99807,6440.40%+7,644
AMAZON COM INC(AMZN)0137,150+137,150031,6571.64%+31,657
UWM HOLDINGS CORPORATION(UWMC)02,251,999+2,251,99909,8640.51%+9,864
CARNIVAL CORP0310,413+310,41309,4800.49%+9,480
LITHIA MTRS INC(LAD)022,688+22,68807,5400.39%+7,540
GE VERNOVA INC(GEV)013,414+13,41408,7670.45%+8,767
MKS INC.(MKSI)0102,590+102,590016,3940.85%+16,394
CISCO SYS INC(CSCO)0217,891+217,891016,7840.87%+16,784
NETGEAR INC0286,176+286,17607,0200.36%+7,020
SEALED AIR CORP NEW(Put)0168,400+168,40006,977+6,977
MADISON SQUARE GRDN SPRT COR(MSGS)109,237120,256+11,01924,79731,1041.61%+6,307
SPDR S&P 500 ETF TR(SPY)732,854724,488-8,366488,213494,04325.58%+5,830
LIVE NATION ENTERTAINMENT IN(LYV)040,332+40,33205,7470.30%+5,747
LIBERTY MEDIA CORP DEL(FWONA)058,200+58,20005,7330.30%+5,733
SOLSTICE ADVANCED MATLS INC(SOLS)0116,950+116,95005,6810.29%+5,681
COHERENT CORP(COHR)029,697+29,69705,4810.28%+5,481
WW GRAINGER INC(GWW)05,288+5,28805,3360.28%+5,336
JOHNSON & JOHNSON(JNJ)028,235+28,23505,8430.30%+5,843
SNAP INC(SNAP)(Call)0628,400+628,40005,071+5,071
FORTREA HLDGS INC(FTRE)0293,924+293,92405,0700.26%+5,070
REPUBLIC SVCS INC(RSG)025,416+25,41605,3860.28%+5,386
GFL ENVIRONMENTAL INC(GFL)0248,976+248,976010,6940.55%+10,694
VISA INC(V)013,366+13,36604,6880.24%+4,688
MASTERCARD INCORPORATED(MA)08,194+8,19404,6780.24%+4,678
STIFEL FINL CORP(SF)034,271+34,27104,2910.22%+4,291
CAPITAL ONE FINL CORP(COF)016,376+16,37603,9690.21%+3,969
DELTA AIR LINES INC DEL(DAL)056,283+56,28303,9060.20%+3,906
CSX CORP(CSX)269,802368,457+98,6559,58113,3570.69%+3,776
RBC BEARINGS INC(RBC)08,400+8,40003,7670.20%+3,767
FASTENAL CO(FAST)0133,979+133,97905,3770.28%+5,377
KEYSIGHT TECHNOLOGIES INC(KEYS)064,345+64,345013,0740.68%+13,074
NRG ENERGY INC(NRG)49,32273,038+23,7167,98811,6310.60%+3,643
UNITED AIRLS HLDGS INC(UAL)032,385+32,38503,6210.19%+3,621
AMERICAN AXLE & MFG HLDGS IN0563,311+563,31103,6110.19%+3,611
RESIDEO TECHNOLOGIES INC(REZI)0100,918+100,91803,5440.18%+3,544
AMERICAN EXPRESS CO(AXP)08,172+8,17203,0230.16%+3,023
APTARGROUP INC024,416+24,41602,9780.15%+2,978
TTM TECHNOLOGIES INC(TTMI)040,968+40,96802,8270.15%+2,827
NVENT ELECTRIC PLC(NVT)089,482+89,48209,1240.47%+9,124
AEROVIRONMENT INC011,341+11,34102,7430.14%+2,743
KRATOS DEFENSE & SEC SOLUTIO(KTOS)035,293+35,29302,6790.14%+2,679
INTUITIVE MACHINES INC(LUNR)0155,459+155,45902,5230.13%+2,523
RELIANCE INC(RS)08,574+8,57402,4770.13%+2,477
MCCORMICK & CO INC(MKC)035,808+35,80802,4390.13%+2,439
INTERNATIONAL BUSINESS MACHS(IBM)08,099+8,09902,3990.12%+2,399
HERSHEY CO(HSY)012,720+12,72002,3150.12%+2,315
SCHWAB CHARLES CORP(SCHW)0113,500+113,500011,3400.59%+11,340
ECHOSTAR CORP(ECHO)020,655+20,65502,2450.12%+2,245
PLANET LABS PBC(PL)0113,394+113,39402,2360.12%+2,236
SHERWIN WILLIAMS CO(SHW)06,770+6,77002,1940.11%+2,194
AST SPACEMOBILE INC(ASTS)029,603+29,60302,1500.11%+2,150
Page 1 of 1